Filed July 11, 2025
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,271 | $54,380-40.7% | $68,509-52.9% | $59,633-45.9% |
| Participation rate | 49.5% | 70.2%-20.7pp | 74.7%-25.3pp | 68.7%-19.2pp |
| Annual return | 3.69% | 2.83%+0.9pp | 8.27%-4.6pp | 2041.45%-2037.8pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,870 | $2,643-29.3% | $3,382-44.7% | $3,192-41.4% |
| Admin fee / account holder | $7,418 | $3,885+90.9% | $5,275+40.6% | $4,297+72.6% |